The 4th Annual Private Wealth Midwest Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the region for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Tom Heneghan, Chief Executive Officer, Equity International (EI)
Tom Heneghan has served as a leader in Sam Zell’s organizations for more than 25 years. Today, he is the CEO of Equity International (EI), which focuses on investing in asset-intensive industries primarily outside of the U.S. Tom oversees all the firm’s activities as well as its strategic vision and goals. He also serves as Chairman of EI’s Management Committee and as a member of the firm’s Investment Committee. Since joining EI in 2013, Tom has broadened the firm’s mandate in both asset classes and geographies. Tom is a director for three EI portfolio companies: Acosta Verde, a developer, owner, and manager of shopping centers in Mexico, SAMHI, an Indian hotel development and investment platform, and Home Partners of America (HPA), a single-family rental company in the U.S. with an unprecedented business model. Since its launch in 2012, Tom has been instrumental in developing and building HPA and its portfolio of approximately 12,000 homes across the country.
Previously, Tom served as CEO of Equity LifeStyle Properties (NYSE: ELS), which Sam also founded and chairs, for 9 years. Tom continues to serve as Co-Vice Chairman of ELS’s board of directors. Tom is a senior managing director of Chai Trust Company, which is the trustee of various trusts related to Sam Zell and his family. He is also a member of Urban Land Institute’s Global Exchange Council and a board member of the Global Real Estate Institute.
Cosmin Lucaci Vice President Brownson, Rehmus & Foxworth
Joseph Glossberg Senior Partner Gofen & Glossberg
Donald Duncan Managing Director D3 Financial Counselors
Karim Ahamed Partner HPM Partners LLC
Christopher Engelman Managing Director-Alternative Investments Cedar Hill Associates
Lincoln Ellis Head of Investment Strategy, Global Family Office Northern Trust
Lucas Mansberger Senior Manager Selection Analyst Greenleaf Trust
Bryan Malis Managing Director Altair Advisers
Diana Joseph Chief Investment Officer Barrington Strategic Wealth Management Group LLC
Scott Martin Chief investment Officer Kingsview Asset Management
Aldo Vultaggio Director of Investments Capstone Financial Advisors
Mark Johnson Managing Director Optimum Investment Advisors
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations – maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
How do family offices clarify and coordinate governance – is good governance different for family firms?
Developing a charitable expertise, from the family to the high-end advisor.
|Pre-Early Bird I||$600||06/28/19|
|Pre-Early Bird II||$800||07/31/19|
|Early Bird I||$1,050||08/30/19|
|Early Bird II||$1,250||09/27/19|
|Pre-Event Registration I||$1,400||10/31/19|
|Pre-Event Registration II||$1,600||11/29/19|